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2025-01-31-accounts

REGISTERED COMPANY NUMBER: 10232376 (England and Wales) REGISTERED CHARITY NUMBER: 1171635

REPORT OF THE TRUSTEES AND

UNAUDITED FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 JANUARY 2025

FOR

THE HOWARTH FOUNDATION (A COMPANY LIMITED BY GUARANTEE)

SMH Sheards Vernon House 40 New North Road Huddersfield West Yorkshire HD1 5LS

THE HOWARTH FOUNDATION

CONTENTS OF THE FINANCIAL STATEMENTS for the year ended 31 January 2025

Page
Report of the Trustees 1 to 4
Independent Examiner's Report 5
Statement of Financial Activities 6
Balance Sheet 7 to 8
Notes to the Financial Statements 9 to 14

THE HOWARTH FOUNDATION (REGISTERED NUMBER: 10232376)

REPORT OF THE TRUSTEES for the year ended 31 January 2025

The trustees who are also directors of the charity for the purposes of the Companies Act 2006, present their report with the financial statements of the charity for the year ended 31 January 2025. The trustees have adopted the provisions of Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) (effective 1 January 2019).

OBJECTIVES AND ACTIVITIES

Objectives and aims

The prevention or relief of poverty in respect of individuals who are, or who have recently been, homeless in the districts of Leeds,Kirklees and Calderdale, by actively sourcing employers willing to offer employment and by providing those individuals with support and guidance, as to be determined by the trustees, to successfully obtain such employment.

Significant activities

The charitable company will raise funds through corporate and personal donations and from other fundraising activities to:

To achieve these main objects the charity will:

Page 1

THE HOWARTH FOUNDATION (REGISTERED NUMBER: 10232376)

REPORT OF THE TRUSTEES for the year ended 31 January 2025

OBJECTIVES AND ACTIVITIES

Public benefit

The trustees have reviewed the charitable company's objectives and aims and confirm that these are identifiably for the public benefit as required by the Charity Commission. This benefit predominantly falls within the recognised charitable purpose of:

Further public benefit is achieved to a lesser extent in the work carried out by the charity to achieve through the following recognised charitable purpose:

Grantmaking

The charitable company does not make grants, though small amounts are paid to or on behalf of clients, usually for travel costs, meals or to provide suitable work attire, at the discretion of the trustees.

ACHIEVEMENTS AND PERFORMANCE Charitable activities Business Building Futures

BBF is an initiative introduced to the charity intended to engage local businesses in supporting the homeless through a voluntary membership scheme encouraging members to pay a nominal £500 - £750per annum, and or commit to:

This initiative is Endorsed by both Leeds City Council and Kirklees Council, and business membership fluctuates between 20-35 members.

The total revenue generated from new membership fees at the year end 2025 was £5,100 with additional revenue through BBF membership renewals of £15,750.

Page 2

THE HOWARTH FOUNDATION (REGISTERED NUMBER: 10232376)

REPORT OF THE TRUSTEES for the year ended 31 January 2025

ACHIEVEMENTS AND PERFORMANCE

Fundraising activities

The Howarth Foundation organised three key fundraising events as follows:

Donations

During the financial year 2024-2025, the charity secured donations from multiple business, to contribute towards salary costs for C.Hedley, a ex-service user, now an employee. Total donations for the year amounted to £10,457.

Howarths HR and Employment Law Limited continue to be our biggest donator, and the Charity received £59,350 this financial year.

Another significant supporter of the charity is Howard Civil Engineering, who donated £10,000.

Other donations received by the Charity from various businesses and individuals totalled more than £23,000.

FINANCIAL REVIEW

Financial position

The charity received a total income of £144,966, with expenditure of £135,870, creating a surplus of £9,096.

Principal funding sources

Howarths HR & Employment Law contributed regular monthly donations amounting to £59,350 in addition to providing office space and utilities at no cost to the charity. The estimated value of the floor space of 392sq ft, and associated utilities amounts to a gross figure of £4,200 for the 12-month rent free period. This is a recognised donation income and accommodation cost.

Investment policy and objectives

The charitable company has no funds other than what is required for operating purposes over a rolling twelve-month period and all funds are held by CAF Bank Ltd.

It is the policy of the foundation that unrestricted funds which have not been designated for a specific purpose should be maintained at a level equivalent to between three- and six-month expenditure. The trustees consider that reserves at this level will ensure that, in the event of a significant drop in funding, they will be in a position to continue the foundation's current activities while consideration is given to ways in which additional funds may be raised. The level of reserves has been maintained throughout the year.

STRUCTURE, GOVERNANCE AND MANAGEMENT

Governing document

The charity is controlled by its governing document, a deed of trust, and constitutes a limited company, limited by guarantee, as defined by the Companies Act 2006.

Page 3

THE HOWARTH FOUNDATION (REGISTERED NUMBER: 10232376)

REPORT OF THE TRUSTEES for the year ended 31 January 2025

The liability of the members is limited.

Every member of the charitable company promises if the charity is dissolved while he, she or it is a member, or within twelve months after he, she or it ceases to be a member, to contribute such sum (not exceeding £10) as may be demanded of him, her or it, towards the payment of debts and liabilities of the charity incurred before he, she or it ceases to be a member, and of the costs, charges and expenses of winding up, and the adjustment of rights of the contributories themselves.

Membership of the charitable company shall be its trustees for the time being, and applications from new members must be approved by the trustees. Any member and charity trustee who ceases to be a trustee automatically ceases to be a member of the charity. Membership is not transferable.

REFERENCE AND ADMINISTRATIVE DETAILS Registered Company number

10232376 (England and Wales)

Registered Charity number

1171635

Registered office

Newbury Court Brooke Street Cleckheaton West Yorkshire BD19 3RR

Trustees

Mr G E Davies (resigned 4.2.25) Mrs C Geesin Mrs T L Naylor Mr G J A Howarth Mr J P Garside Ms A T Kent (appointed 2.10.24) Mr S J Leather

Independent Examiner

SMH Sheards Vernon House 40 New North Road Huddersfield West Yorkshire HD1 5LS

Approved by order of the board of trustees on 18 November 2025 and signed on its behalf by:

Mr G J A Howarth - Trustee

Page 4

INDEPENDENT EXAMINER'S REPORT TO THE TRUSTEES OF THE HOWARTH FOUNDATION

Independent examiner's report to the trustees of The Howarth Foundation ('the Company')

I report to the charity trustees on my examination of the accounts of the Company for the year ended 31 January 2025.

Responsibilities and basis of report

As the charity's trustees of the Company (and also its directors for the purposes of company law) you are responsible for the preparation of the accounts in accordance with the requirements of the Companies Act 2006 ('the 2006 Act').

Having satisfied myself that the accounts of the Company are not required to be audited under Part 16 of the 2006 Act and are eligible for independent examination, I report in respect of my examination of your charity's accounts as carried out under Section 145 of the Charities Act 2011 ('the 2011 Act'). In carrying out my examination I have followed the Directions given by the Charity Commission under Section 145(5) (b) of the 2011 Act.

Independent examiner's statement

I have completed my examination. I confirm that no matters have come to my attention in connection with the examination giving me cause to believe:

  1. accounting records were not kept in respect of the Company as required by Section 386 of the 2006 Act; or

  2. the accounts do not accord with those records; or

  3. the accounts do not comply with the accounting requirements of Section 396 of the 2006 Act other than any requirement that the accounts give a true and fair view which is not a matter considered as part of an independent examination; or

  4. the accounts have not been prepared in accordance with the methods and principles of the Statement of Recommended Practice for accounting and reporting by charities (applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102)).

I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached.

Kevin Sanders FCCA

SMH Sheards Vernon House 40 New North Road Huddersfield West Yorkshire HD1 5LS

18 November 2025

Page 5

THE HOWARTH FOUNDATION

STATEMENT OF FINANCIAL ACTIVITIES for the year ended 31 January 2025

Unrestricted
fund
Notes
£
INCOME AND ENDOWMENTS FROM
Donations and legacies
115,190
Charitable activities
Employment and training support
10,000
Other trading activities
2
19,733
Investment income
3
43
Total
144,966
EXPENDITURE ON
Raising funds
13,392
Charitable activities
Employment and training support
122,192
Total
135,584
NET INCOME/(EXPENDITURE)
9,382
RECONCILIATION OF FUNDS
Total funds brought forward
13,609
TOTAL FUNDS CARRIED FORWARD
22,991
Restricted
funds
£
-
-
-
-
-
286
-
286
(286)
1,144
858
2025
Total
funds
£
115,190
10,000
19,733
43
144,966
13,678
122,192
135,870
9,096
14,753
23,849
2024
Total
funds
£
88,118
10,000
34,937
-
133,055
24,436
119,703
144,139
(11,084)
25,837
14,753

The notes form part of these financial statements

Page 6

THE HOWARTH FOUNDATION (REGISTERED NUMBER: 10232376)

BALANCE SHEET 31 January 2025

Unrestricted
Restricted
fund
funds
Notes
£
£
FIXED ASSETS
Tangible assets
7
5,175
858
CURRENT ASSETS
Debtors
8
2,312
-
Cash at bank and in hand
28,604
-
30,916
-
CREDITORS
Amounts falling due within one year
9
(13,100)
-
NET CURRENT ASSETS
17,816
-
TOTAL ASSETS LESS CURRENT
LIABILITIES
22,991
858
NET ASSETS
22,991
858
FUNDS
11
Unrestricted funds
Restricted funds:
West Riding Masonic Charities
TOTAL FUNDS
2025
Total
funds
£
6,033
2,312
28,604
30,916
(13,100)
17,816
23,849
23,849
22,991
858
23,849
2024
Total
funds
£
1,144
2,587
18,494
21,081
(7,472)
13,609
14,753
14,753
13,609
1,144
14,753

The charitable company is entitled to exemption from audit under Section 477 of the Companies Act 2006 for the year ended 31 January 2025.

The members have not required the company to obtain an audit of its financial statements for the year ended 31 January 2025 in accordance with Section 476 of the Companies Act 2006.

The trustees acknowledge their responsibilities for

The notes form part of these financial statements

continued...

Page 7

THE HOWARTH FOUNDATION (REGISTERED NUMBER: 10232376)

BALANCE SHEET - continued 31 January 2025

These financial statements have been prepared in accordance with the provisions applicable to charitable companies subject to the small companies regime.

The financial statements were approved by the Board of Trustees and authorised for issue on 18 November 2025 and were signed on its behalf by:

Mr G J A Howarth - Trustee

The notes form part of these financial statements

Page 8

THE HOWARTH FOUNDATION

NOTES TO THE FINANCIAL STATEMENTS for the year ended 31 January 2025

1. ACCOUNTING POLICIES

Basis of preparing the financial statements

The financial statements of the charitable company, which is a public benefit entity under FRS 102, have been prepared in accordance with the Charities SORP (FRS 102) 'Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) (effective 1 January 2019)', Financial Reporting Standard 102 'The Financial Reporting Standard applicable in the UK and Republic of Ireland' and the Companies Act 2006. The financial statements have been prepared under the historical cost convention.

Income

All income is recognised in the Statement of Financial Activities once the charity has entitlement to the funds, it is probable that the income will be received and the amount can be measured reliably.

Expenditure

Liabilities are recognised as expenditure as soon as there is a legal or constructive obligation committing the charity to that expenditure, it is probable that a transfer of economic benefits will be required in settlement and the amount of the obligation can be measured reliably. Expenditure is accounted for on an accruals basis and has been classified under headings that aggregate all cost related to the category. Where costs cannot be directly attributed to particular headings they have been allocated to activities on a basis consistent with the use of resources.

Tangible fixed assets

Depreciation is provided at the following annual rates in order to write off each asset over its estimated useful life.

Fixtures and fittings - 25% on cost Motor vehicles - 25% on reducing balance

Taxation

The charity is exempt from corporation tax on its charitable activities.

Fund accounting

Unrestricted funds can be used in accordance with the charitable objectives at the discretion of the trustees.

Restricted funds can only be used for particular restricted purposes within the objects of the charity. Restrictions arise when specified by the donor or when funds are raised for particular restricted purposes.

Further explanation of the nature and purpose of each fund is included in the notes to the financial statements.

Hire purchase and leasing commitments

Rentals paid under operating leases are charged to the Statement of Financial Activities on a straight line basis over the period of the lease.

Donated services

Income is recognised by the charity for services donated at fair value based on the estimated cost of those services in an open market.

Principally, the donated services are for rent free accommodation costs, and are based on a square foot basis from within the premises from which the charity operates.

Going concern

At the time of approving the financial statements, the trustees have a reasonable expectation that the charitable company has adequate resources to continue in operational existence for the foreseeable future. Thus the trustees continue to adopt the going concern basis of accounting in preparing the financial statements.

continued...

Page 9

THE HOWARTH FOUNDATION

NOTES TO THE FINANCIAL STATEMENTS - continued for the year ended 31 January 2025

2.
OTHER TRADING ACTIVITIES
Fundraising events
3.
INVESTMENT INCOME
Deposit account interest
4.
NET INCOME/(EXPENDITURE)
Net income/(expenditure) is stated after charging/(crediting):
Depreciation - owned assets
Hire of plant and machinery
2025
£
19,733
2025
£
43
2025
£
2,011
7,876
2024
£
34,937
2024
£
-
2024
£
381
1,584

5. TRUSTEES' REMUNERATION AND BENEFITS

There were no trustees' remuneration or other benefits for the year ended 31 January 2025 nor for the year ended 31 January 2024.

Trustees' expenses

There were no trustees' expenses paid for the year ended 31 January 2025 nor for the year ended 31 January 2024.

6. STAFF COSTS

The average monthly number of employees during the year was as follows:

2025 2024
Charitable and administrative 4 5

No employees received emoluments in excess of £60,000.

continued...

Page 10

THE HOWARTH FOUNDATION

NOTES TO THE FINANCIAL STATEMENTS - continued for the year ended 31 January 2025

7.
TANGIBLE FIXED ASSETS
Fixtures
and
Motor
Computer
fittings
vehicles
equipment
£
£
£
COST
At 1 February 2024
2,710
-
2,014
Additions
-
6,900
-
At 31 January 2025
2,710
6,900
2,014
DEPRECIATION
At 1 February 2024
1,566
-
2,014
Charge for year
286
1,725
-
At 31 January 2025
1,852
1,725
2,014
NET BOOK VALUE
At 31 January 2025
858
5,175
-
At 31 January 2024
1,144
-
-
8.
DEBTORS: AMOUNTS FALLING DUE WITHIN ONE YEAR
2025
£
Trade debtors
2,312
Prepayments
-
2,312
9.
CREDITORS: AMOUNTS FALLING DUE WITHIN ONE YEAR
2025
£
Trade creditors
94
Social security and other taxes
2,660
Accruals and deferred income
10,346
13,100
Totals
£
4,724
6,900
11,624
3,580
2,011
5,591
6,033
1,144
2024
£
2,432
155
2,587
2024
£
237
2,352
4,883
Totals
£
4,724
6,900
11,624
3,580
2,011
5,591
6,033
1,144
2024
£
2,432
155
2,587
2024
£
237
2,352
4,883
3,580
2,011
5,591
6,033
1,144
2024
£
2,432
155
2,587
2024
£
237
2,352
4,883
7,472

continued...

Page 11

THE HOWARTH FOUNDATION

NOTES TO THE FINANCIAL STATEMENTS - continued for the year ended 31 January 2025

10. LEASING AGREEMENTS

Minimum lease payments under non-cancellable operating leases fall due as follows:

Between one and five years
MOVEMENT IN FUNDS
Unrestricted funds
General fund
Restricted funds
West Riding Masonic Charities
TOTAL FUNDS
Net movement in funds, included in the above are as follows:
Unrestricted funds
General fund
Restricted funds
West Riding Masonic Charities
TOTAL FUNDS
Comparatives for movement in funds
Unrestricted funds
General fund
Restricted funds
West Riding Masonic Charities
TOTAL FUNDS
At 1.2.24
£
13,609
1,144
14,753
Incoming
resources
£
144,966
-
144,966
At 1.2.23
£
24,312
1,525
25,837
2025
2024
£
£
13,782
21,658
Net
movement
At
in funds
31.1.25
£
£
9,382
22,991
(286)
858
9,096
23,849
Resources
Movement
expended
in funds
£
£
(135,584)
9,382
(286)
(286)
(135,870)
9,096
Net
movement
At
in funds
31.1.24
£
£
(10,703)
13,609
(381)
1,144
(11,084)
14,753

11. MOVEMENT IN FUNDS

continued...

Page 12

THE HOWARTH FOUNDATION

NOTES TO THE FINANCIAL STATEMENTS - continued for the year ended 31 January 2025

11. MOVEMENT IN FUNDS - continued

Comparative net movement in funds, included in the above are as follows:

Unrestricted funds
General fund
Restricted funds
West Riding Masonic Charities
TOTAL FUNDS
Incoming
resources
£
133,055
-
133,055
Resources
Movement
expended
in funds
£
£
(143,758)
(10,703)
(381)
(381)
(144,139)
(11,084)
Resources
Movement
expended
in funds
£
£
(143,758)
(10,703)
(381)
(381)
(144,139)
(11,084)
(11,084)

A current year 12 months and prior year 12 months combined position is as follows:

Net
movement At
At 1.2.23 in funds 31.1.25
£ £ £
Unrestricted funds
General fund 24,312 (1,321) 22,991
Restricted funds
West Riding Masonic Charities 1,525 (667) 858
TOTAL FUNDS 25,837 (1,988) 23,849

A current year 12 months and prior year 12 months combined net movement in funds, included in the above are as follows:

Unrestricted funds
General fund
Restricted funds
West Riding Masonic Charities
TOTAL FUNDS
Incoming
resources
£
278,021
-
278,021
Resources
Movement
expended
in funds
£
£
(279,342)
(1,321)
(667)
(667)
(280,009)
(1,988)
Resources
Movement
expended
in funds
£
£
(279,342)
(1,321)
(667)
(667)
(280,009)
(1,988)
(1,988)

Details of the restricted funds are as follows:

West Riding Masonic

The balance on this fund represents the net book value of assets capitalised on the balance sheet.

continued...

Page 13

THE HOWARTH FOUNDATION

NOTES TO THE FINANCIAL STATEMENTS - continued for the year ended 31 January 2025

12. RELATED PARTY DISCLOSURES

There were no related party transactions for the year ended 31 January 2025.

Page 14